Family Legacy Financial Solutions

At Family Legacy Financial Solutions, we are passionate about our industry and helping families. We firmly believe that as advisors, our role is not to simply serve clients, but to do so in a way that educates and empowers them to take an active role in managing their finances. We have always valued relationships over transactions. We provide relationship-based, comprehensive wealth management focused solely on clients needs and their best interests. Our founding advisors partnered to build a firm that reflected an unwavering commitment to their clients. They created a firm based on the core values of family, authenticity, transparency, empowering and educating clients, and Family Legacy Financial Solutions was born. We welcome you to explore our site, which is filled with articles, newsletters, and calculators designed to help you learn more. As you search our site, send us a note regarding any questions you may have. We'll get back to you quickly with a thoughtful answer. _______________ Disclosure: Advisory services provided by Family Legacy Financial Solutions, LLC, a Registered Investment Advisor. Investment Advisor Representatives of Family Legacy Financial Solutions have a fiduciary duty to act in the best interests of our clients and to disclose any conflicts of interests and any associated fees.

Website

http://www.familylegacync.com

External link for Family Legacy Financial Solutions

Industry

Financial Services

Company size

2-10 employees

Headquarters

Cary, NC

Type

Privately Held

Founded

2016

Specialties

Comprehensive Financial Planning, Tax Planning, Retirement Planning, Estate Planning (Non-Legal), 401K, IRA, 529 Plans, Long-Term Care, Life Insurance, Annuities, and Wealth Management